Latest analyst takes
Meet KevinBULLI'm cautiously bullish on UiPath because the company is upmarketing into higher-paying enterprise customers and showing early financial turnaround, making PATH a turnaround buy if that execution continues.39d ago
Ryan ScribnerBULLI view UiPath as a durable enterprise automation compounder — Q3 2025 revenue $411M (+16% YoY) and ARR ~$1.8B (+11% YoY) show steady RPA + AI traction, but growth is modest versus hypergrowth AI peers so it's a steady-growth pick rather than a breakout.54d ago"I'm cautiously bullish on UiPath because the company is upmarketing into higher-paying enterprise customers and showing early financial turnaround, making PATH a turnaround buy if that execution continues."
"I view UiPath as a durable enterprise automation compounder — Q3 2025 revenue $411M (+16% YoY) and ARR ~$1.8B (+11% YoY) show steady RPA + AI traction, but growth is modest versus hypergrowth AI peers so it's a steady-growth pick rather than a breakout."